Profusion Private Wealth

Financial planning in St. Louis, MO

SEC registeredNo commissions reported

Call (314) 441-6107 Send a message Map ↗

Public-record details

Address: 7711 Bonhomme Ave, Ste 600, St. Louis, MO 63105
Phone: (314) 441-6107
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Profusion Financial, INC.
CRD number: 167003
Registration: SEC registered since 2025-01-06
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Performance-based fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $175.7 million
Accounts managed: 390
Clients reported (Form ADV 5.D): 78
Individual / high-net-worth clients: 28 / 49
Employees: 3
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-23

SEC registered investment adviser, CRD 167003, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 167003 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in St. Louis

Acr Alpine Capital Research, LLC190 Carondelet Plaza, Suite 1300 · St. Louis, MO 63105 · (314) 932-7600 · % of assets managedCRD 110933 · % of assets, Performance-based fees · $10.8 billion AUMSEC registeredNo commissions reported Adk Wealth Advisory Group12935 North Outer Forty Road, Suite 101 · St. Louis, MO 63141 · (314) 878-1489 · Financial planningCRD 175085 · % of assets, Hourly charges, Fixed fees · $768.5 million AUMSEC registeredNo commissions reported Anderson Hoagland & CO9811 South Forty Drive, Suite 200 · St Louis, MO 63124 · (314) 726-2107 · Financial planningCRD 105157 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported Aquilant Advisors12444 Powerscourt Dr. Suite 370 · St. Louis, MO 63131 · (314) 309-2078 · Financial planningCRD 282953 · % of assets, Hourly charges · $278.8 million AUMSEC registeredNo commissions reported Argos Capital Partners, LLC477 N. Lindbergh Blvd., Suite 200 · St. Louis, MO 63141 · (314) 898-9893 · Financial planningCRD 116165 · % of assets, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reported B.e.s.t. Wealth Management LLC10880 Baur Blvd, Suite 104 · St. Louis, MO 63132 · (314) 801-1324 · Financial planningCRD 160920 · % of assets, Hourly charges, Fixed fees · $58.4 million AUMState registeredNo commissions reported Baldwin Wealth Management, LLC225 South Meramec Avenue, Suite 500 a · St. Louis, MO 63105 · (314) 395-3648 · Flat / fixed feesCRD 154633 · % of assets, Fixed fees · $71.3 million AUMState registeredNo commissions reported Benjamin F. Edwards & Company, IncorporatedOne North Brentwood Boulevard, Suite 850 · St. Louis, MO 63105 · (314) 726-1600 · Financial planningCRD 146936 · % of assets, Hourly charges, Fixed fees · $18.9 billion AUMSEC registeredNo commissions reported

All 71 in St. Louis →